Intel Corp (INTC)

[Ixse]

Heinz,

Uncertainty on the street about NGA vs H2'06 K8 performance isn't going away this quarter. And when it becomes certain it might well be in favor of NGA. So unless AMD's market share gains duplicate those of previous quarter AMD isn't going to go over $40 again.

IMO AMD's roadmap is better for say Q2 '07 and after that until Intel gets to 45nm; Intel's roadmap is better for H2 '06 and into H1 '07 until AMD releases rev G and 65nm parts that bin above their 90nm counter parts. For now I'm planning my investments accordingly.

I agree with Chris Tom that it's suspect that Intel used boards with an ATI chipset with ATI drivers. The advantage will probably not be specified any time soon.

Regards,

Rink